Clinical Practice Documents and Templates Package

This course shares all required, and optional, documentation for clinicians in practice.

This training is designed to develop and strengthen clinical practices through thorough documentation. This training provides documents to be used in a clinical setting.

This training meets the following objectives:

  • Provide thorough documentation as outlined by the Arizona Board of Behavioral Health
  • Provide and maintain documentation to clients and as a practice as outlined by the AAMFT, ACA, and NASW
  • Inform participants of their rights as clients
  • Provide definition of confidentiality for clients
  • Provide documented sample of benefits and risks to clients participating in therapy
  • Provide forms necessary in a clinical practice to ensure ethical and best practice therapy for clients

Forms/Templates Included:

  • Consent to Record Session
  • Discharge Summary
  • Informed Consent
  • Initial Phone Screening
  • Mental Status Exam
  • No Contact Letter
  • No Secrets Policy
  • Release of Information
  • Safe Haven Agreement
  • Safety Plan
  • School Excusal Note
  • Session Log
  • Superbill Form
  • Therapy Note


Your Instructor


Charise Schwertfeger, LMFT & Minon Maier, LMFT
Charise Schwertfeger, LMFT & Minon Maier, LMFT

Charise Schwertfeger, M.S., LMFT

Charise received her graduate degree from the Marriage and Family Therapy program at Arizona State University, cohort graduation December 2009. She is a Licensed Marriage and Family Therapist who has worked as a clinician in multiple clinical settings including public mental health, private community agencies, as well as private practice. She has also supervised graduate intern clinicians and associate clinicians in the community health setting and private practice setting. She is a member of various clinical organizations for therapists and has additional training in the areas of Emotionally Focused Therapy (EFT) and Eye Movement Desensitization and Reprocessing (EMDR).

Minon Maier, M.A., LMFT

Minon received her graduate degree from the Marriage and Family Therapy program at the University of San Diego, graduation May 2005. She is a Licensed Marriage and Family Therapist who has worked as a clinician in multiple clinical settings including public mental health, inpatient treatment, acute care, private community agencies, as well as private practice. She has also supervised graduate intern clinicians and associate clinicians in the community health settings as well as private practice. She is a member of various clinical organizations for therapists and has additional training in the areas of Emotionally Focused Therapy (EFT) and Eye Movement Desensitization and Reprocessing (EMDR).


Frequently Asked Questions


When does the course start and finish?
The course starts now and never ends! It is a completely self-paced online course - you decide when you start and when you finish.
How long do I have access to the course?
How does lifetime access sound? After enrolling, you have unlimited access to this course for as long as you like - across any and all devices you own.
What if I am unhappy with the course?
We would never want you to be unhappy! If you are unsatisfied with your purchase, contact us in the first 30 days and we will give you a full refund.

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